DC – Income Tax Return Screen Options and Elections

Article: 50678

General Information

The DC – Income Tax Return screen is used to set specific options for your District of Columbia individual return (Form D-40). Entries made here can override information from your federal return and apply to residency, income sources, and certain adjustments.

This screen allows you to:

• Set filing status specific to the DC return
• Enter part-year residency dates or statutory residency status
• Enter override income amounts (for amended returns only)
• Include additions to income such as franchise tax
• Report subtractions from income, including:
    – Part-year income earned outside DC
    – Taxable state and local refunds
    – Social Security or Tier 1 Railroad Retirement income
    – Income taxed on DC franchise/fiduciary return
    – Survivor benefits from DC/Federal government

Note: This screen is only needed if you’re amending a return, are a part-year resident, or need to override federal entries for DC purposes.

Note: State amended returns cannot be filed through our software, but you can use our software to generate the forms needed for your paper filing.

How to Add

1. Click on the State Taxes section on the left-hand side of the screen.
2. Click the link I’d like to see the forms I’ve filled out or search for a form.
3. Click on the dropdown menu for District of Columbia.
4. Select the General tab.
5. Click on the DC – Income Tax Return screen to add and open the form.
6. Complete all applicable fields.
7. Click Save.

Further Information

For more details about Form D-40 and supporting schedules, refer to the official DC-40 instructions: